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736 hedge funds and large institutions have $17B invested in NetApp in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 252 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

143% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 49

21% more capital invested

Capital invested by funds: $14.1B → $17B (+$2.92B)

9% more funds holding

Funds holding: 674736 (+62)

4.77% more ownership

Funds ownership: 88.91%93.68% (+4.8%)

9% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 252

6% less call options, than puts

Call options by funds: $225M | Put options by funds: $239M

Holders
736
Holders Change
+62
Holders Change %
+9.2%
% of All Funds
10.73%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
119
Increased
275
Reduced
252
Closed
49
Calls
$225M
Puts
$239M
Net Calls
-$14.6M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
701
AssetMark Inc
California
$2.56K +$2.33K +29 New
CAM
702
ClariVest Asset Management
California
$2.38K
AT
703
Arlington Trust
Alabama
$2.38K
DPW
704
DiNuzzo Private Wealth
Pennsylvania
$2.2K +$2.01K +25 New
PWMG
705
Private Wealth Management Group
New Jersey
$2.12K +$1.93K +24 New
VNA
706
Valley National Advisers
Pennsylvania
$2K -$4.43K -55 -69%
FMP
707
Financial Management Professionals
Texas
$2K
MFT
708
Moisand Fitzgerald Tamayo
Florida
$1.94K
RS
709
Rakuten Securities
Japan
$1.76K +$1.61K +20 New
FWM
710
Focused Wealth Management
New York
$1.59K
KFI
711
Key Financial Inc
Pennsylvania
$1.5K
FBC
712
Fairfield, Bush & Co
Connecticut
$1.41K +$1.29K +16 New
TCA
713
Trifecta Capital Advisors
Illinois
$1.32K
BWAM
714
Boyd Watterson Asset Management
Ohio
$1.32K
IGWM
715
ICA Group Wealth Management
Colorado
$1.32K +$1.21K +15 New
DF
716
Dunhill Financial
United Kingdom
$1.3K +$1.21K +15 New
PA
717
Pineridge Advisors
Missouri
$1.23K +$1.13K +14 New
SAM
718
Smartleaf Asset Management
Massachusetts
$1.15K +$1.05K +13 New
AAP
719
Arax Advisory Partners
Colorado
$1.06K
IHWM
720
Iron Horse Wealth Management
Iowa
$1.06K
AW
721
Avion Wealth
Texas
$1K
FSWA
722
Financial Synergies Wealth Advisors
Texas
$901 +$161 +2 +15%
LFG
723
Larson Financial Group
Missouri
$882 -$27.7K -344 -97%
TFM
724
TFC Financial Management
Massachusetts
$882
CWC
725
Carolinas Wealth Consulting
North Carolina
$793

NTAP Hedge Fund Activity: Q4 2023 in Review

736 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NetApp (NTAP) for Q4 2023, worth a combined $17B — up 21% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new NTAP positions and 49 closed out — a net gain of 70 holders — while 275 added to existing stakes and 252 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Capital International Investors, cutting an estimated $128M.

  • 736 institutional investors held NetApp (NTAP) as of Q4 2023, up from 674 in Q3 2023.
  • Funds reported $17B of NetApp stock for Q4 2023, up 21% quarter-over-quarter.
  • 119 funds opened new NetApp positions in Q4 2023 and 49 closed out, a net change of +70 holders.
  • The largest NetApp buyer in Q4 2023 was Morgan Stanley, an estimated $246M added.
  • The largest NetApp seller in Q4 2023 was Capital International Investors, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2023.